Pricing & Features

With Eqvista, you will be able to effectively manage your company with our cap table software and leading valuation services.

409A Valuation and Equity Management
Platform for Every Company

Freemium

FREE

  • No credit card required
  • <20 shareholders
  • Cap Table & ESOP management
  • Vesting Schedules
  • Shareholder Accounts
  • Data Room

Premium

Pay per shareholder ($2/month)

  • Everything in Freemium
  • E-signing certificates
    & SAFE agreements
  • Board Resolutions & Voting
  • 83b Election (mail-in to IRS)
  • ASC 718
  • Rule 701
  • Form 3921
  • Waterfall (Exit) Modeling
  • Funding Round Modeling
  • Spreadsheet Import
  • Cap Table Onboarding
  • Partner Perks

409A Valuation

Unlimited Plan

  • Startup – $990/year
  • Funded – $1,290/year
  • Seed – $1,990/year
  • Series A$2,590/year
  • Series B$3,590/year
  • Series C$4,290/year
  • Series C+ – Custom

Cap Table Is on Us – Get a 409A and
Enjoy Premium Equity Management
Features at no additional charge.

Within the subscription year, receive multiple 409a valuations for your company as a 409a refresh. In the event your company goes through a material event, consult our specialists for more details. Our 409a valuation pricing tiers are based upon funding rounds, but may vary depending on other factors including: total revenue, number of employees and capital structure. Please consult our staff for an accurate quotation.


 

 

EXPEDITE 409A valuation SERVICES – $490

 

For those in a hurry – 3-5 working days, Priority in valuation processing and Daily updates


 

Other valuation services we offer

We offer different valuation services that cater to our clients’ needs. Aside from this, we provide hassle-free IRS filing services for your business.

Investment Valuation

Get your Investment Valuation performed by Eqvista, one of the leading and expert business valuation providers.

Startup Valuation

Get a pre-money valuation for your startup within minutes. Perfect for small companies looking for a quick valuation.


QSBS Attestation Letter Starting at $1,500

Simplify Your QSBS Attestation Process with Eqvista’s Expert Guidance.
Secure Significant Tax Savings While Attracting More Investors.


YOUR CAP TABLE ONE-TIME SET UP & ONGOING SUPPORT

Set up your company’s profile seamlessly with our one-time setup for free for all Premium accounts. The Eqvista staff can assist you with setting the whole history of your company’s cap table and data to Eqvista’s platform, allowing you to benefit from the most advanced cap table management platform available.

Switch from the current captable provider to Eqvista

If you are already on an equity management platform and want to bring all of your data to Eqvista, We will onboard you for free!

NOTE: We offer refunds to customers who are dissatisfied with our services. 30 day money back guarantee. Our refund policy does not include 409a valuations.

Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!